Enjoy the Vineyard Global Advisors 2024 Update and 2025 Outlook
Tom Samuelson, Chief Investment Officer at Vineyard Global Advisors, along with portfolio manager Kendall Dilley, discuss the market backdrop, what happened in 2024 and what to expect in 2025. How the ongoing Artificial Intelligence run up is evolving and the risks ahead.
Watch the full recording here.
Highlights
- The bull market is in 'middle innings'
- Trump 2.0 may bring heightened volatility, but volatility is normal
- What the biggest risks ahead are
- Where the market is going with respect to the Artificial Intelligence trade
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Presenters:
Tom Samuelson, CFA, CMT, Chief Investment Officer, Vineyard Global Advisors
Kendall Dilley, CFA, CMT Portfolio Manager, Vineyard Global Advisors